Blog Post

Beginners Guide to OpenStack

Thinking of scaling into the OpenStack Cloud? Smart thinking! OpenStack is a set of software tools for building and managing cloud computing platforms for public and private clouds and if you're about to take the OpenStack plunge you might want to get up to speed. Here's a short introduction to OpenStack to help you along the way.

OpenStack is a set of software tools for building and managing cloud computing platforms for public and private clouds. Backed by some of the biggest companies in software development and hosting, as well as thousands of individual community members, many think that OpenStack is the future of cloud computing. OpenStack is managed by the OpenStack Foundation, a non-profit which oversees both development and community-building around the project.

Introduction to OpenStack

OpenStack lets users deploy virtual machines and other instances which handle different tasks for managing a cloud environment on the fly. It makes horizontal scaling easy, which means that tasks which benefit from running concurrently can easily serve more or less users on the fly by just spinning up more instances. For example, a mobile application which needs to communicate with a remote server might be able to divide the work of communicating with each user across many different instances, all communicating with one another but scaling quickly and easily as the application gains more users.

And most importantly, OpenStack is open source software, which means that anyone who chooses to can access the source code, make any changes or modifications they need, and freely share these changes back out to the community at large. It also means that OpenStack has the benefit of thousands of developers all over the world working in tandem to develop the strongest, most robust, and most secure product that they can.

How is OpenStack used in a cloud environment?

The cloud is all about providing computing for end users in a remote environment, where the actual software runs as a service on reliable and scalable servers rather than on each end users computer. Cloud computing can refer to a lot of different things, but typically the industry talks about running different items "as a service"—software, platforms, and infrastructure. OpenStack falls into the latter category and is considered Infrastructure as a Service (IaaS). Providing infrastructure means that OpenStack makes it easy for users to quickly add new instance, upon which other cloud components can run. Typically, the infrastructure then runs a "platform" upon which a developer can create software applications which are delivered to the end users.

What are the components of OpenStack?

OpenStack is made up of many different moving parts. Because of its open nature, anyone can add additional components to OpenStack to help it to meet their needs. But the OpenStack community has collaboratively identified nine key components that are a part of the "core" of OpenStack, which are distributed as a part of any OpenStack system and officially maintained by the OpenStack community.

Nova is the primary computing engine behind OpenStack. It is a "fabric controller," which is used for deploying and managing large numbers of virtual machines and other instances to handle computing tasks.

Swift is a storage system for objects and files. Rather than the traditional idea of a referring to files by their location on a disk drive, developers can instead refer to a unique identifier referring to the file or piece of information and let OpenStack decide where to store this information. This makes scaling easy, as developers don’t have the worry about the capacity on a single system behind the software. It also allows the system, rather than the developer, to worry about how best to make sure that data is backed up in case of the failure of a machine or network connection.

Cinder is a block storage component, which is more analogous to the traditional notion of a computer being able to access specific locations on a disk drive. This more traditional way of accessing files might be important in scenarios in which data access speed is the most important consideration.

Neutron provides the networking capability for OpenStack. It helps to ensure that each of the components of an OpenStack deployment can communicate with one another quickly and efficiently.

Horizon is the dashboard behind OpenStack. It is the only graphical interface to OpenStack, so for users wanting to give OpenStack a try, this may be the first component they actually “see.” Developers can access all of the components of OpenStack individually through an application programming interface (API), but the dashboard provides system administrators a look at what is going on in the cloud, and to manage it as needed.

Keystone provides identity services for OpenStack. It is essentially a central list of all of the users of the OpenStack cloud, mapped against all of the services provided by the cloud which they have permission to use. It provides multiple means of access, meaning developers can easily map their existing user access methods against Keystone.

Glance provides image services to OpenStack. In this case, "images" refers to images (or virtual copies) of hard disks. Glance allows these images to be used as templates when deploying new virtual machine instances.

Ceilometer provides telemetry services, which allow the cloud to provide billing services to individual users of the cloud. It also keeps a verifiable count of each user’s system usage of each of the various components of an OpenStack cloud. Think metering and usage reporting.

Heat is the orchestration component of OpenStack, which allows developers to store the requirements of a cloud application in a file that defines what resources are necessary for that application. In this way, it helps to manage the infrastructure needed for a cloud service to run.

Who is OpenStack for?

You may be an OpenStack user right now and not even know it! As more and more companies begin to adopt OpenStack as a part of their cloud toolkit, the universe of applications running on an OpenStack backend is ever-expanding.

How do I get started with OpenStack?

If you just want to give OpenStack a try, one good resource for spinning the wheels without committing any physical resources is TryStack. TryStack lets you test your applications in a sandbox environment to better understand how OpenStack works and whether it is the right solution for you.

OpenStack is always looking for new contributors. Consider joining the OpenStack Foundation or reading this introduction to getting started with contributing to OpenStack.

How do I follow progress in OpenStack?

Because OpenStack is not owned by one single company, getting information about OpenStack can be a little confusing. Opensource.com is working to help bring you up to date information about OpenStack in a format that helps provide answers to common questions from end users, developers, and decision makers seeking to deploy OpenStack at their organizations. To get started with this content, take a look at the OpenStack tag on Opensource.com. Or check out the following articles which may help you to learn more about OpenStack and the community behind it: